Collaborative workflows
flow
better with Dext
Closer collaboration with colleagues and clients offers a direct route to a stronger, more profitable practice. Everything runs smoother. Everyone knows what’s happening. Nothing gets missed. Improve collaboration with Dext.
You want better collaboration
We make it easy
Data you can trust, available when you need it
Even the best-designed workflow will struggle if you don’t have data to power it. Dext ensures you have fully up-to-date, accurate data at all times. It removes friction, enabling you, your team and your clients to work more closely together.
Greater collaboration, more opportunities to grow
When you’re closer to your clients, you can have a greater impact. You can spot opportunities to offer deeper levels of advice. And you can become a more valuable extension of their team. Ultimately, you can grow your firm by helping them thrive.
Delivering a great service just got easier
Managing all the things you do for clients can be complex. Missing something is easily done but can damage relationships. With Dext, you get easy-to-follow dashboards, automatic reminders and a clear picture of where you are with everything that matters. Deliver the service your clients deserve.
Making it simple to
keep everything up to date
Streamline approvals
to save time
No one wants to waste time finding the right people to sign off employee expenses. With Dext, you can assign specific users as approvers. You can define rules for when multiple approvals are needed. And you can set up multi-stage recurring approvals for users and groups.
Be proactive by default
Clients are busy. They often need reminding to give you information. Dext enables you to set automated push notifications to tell them what you need, when you need it. These can be for specific items such as invoices or as recurring weekly nudges for employees to submit expenses
Easily spot and request missing information
From bank submissions with missing data to transactions without matching receipts, lacking the information you need slows everything down. Dext automatically detects missing information and alerts clients accordingly. For expense receipts, you’ll get a report to send them. And discrepancies can be fixed in seconds with a simple document upload.
Get the full picture
on your clients and your practice
View workflow status
at a glance
Dext’s Workflows Dashboard provides an easy way to view the status of all your ongoing bookkeeping work. What’s complete, what’s in progress, who’s assigned, who’s reviewing what. You can even create your own groups and filters to see just the information relevant to you.
Never miss an HMRC or Companies House deadline
No one wants to upset HMRC. That’s why our Deadlines Dashboard offers a powerful way to stay in control of HMRC and Companies House submission deadlines. The intuitive traffic light warning system shows deadline status at a glance so you can manage clients and avoid penalties.
Get deep insights into practice performance
The strongest practices have a solid grip on day-to-day performance. Our Practice Insights enable you to analyse how your firm is performing across multiple dimensions. Benchmark team and individual performance, compare offices, spot bottlenecks, and identify training needs across your practice.
Learn how firms just like yours save time and hassle with Dext
Try Dext with our 14-day free trial
Discover why over 700,000 customers worldwide use Dext to make more time for business and what they do best.